FFIU Profile
The Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF is designed to provide investors with current income through a diversified portfolio of fixed income securities. The fund focuses on securities with a dollar-weighted average effective duration between three and seven years, offering a balance between interest rate sensitivity and income generation. By targeting this duration range, the ETF aims to capture attractive yields while managing interest rate risk.
Under normal market conditions, the fund allocates at least 80% of its net assets, including any borrowings used for investment purposes, to fixed income securities. This broad category encompasses a wide array of debt instruments, including bonds, notes, and other income-producing securities issued by both government and private-sector entities. The ETF's unconstrained strategy allows for flexibility in security selection and duration management, adapting to varying market conditions to optimize income and risk.
The ETF's investment approach is managed by a sub-adviser with expertise in fixed income markets, focusing on identifying opportunities across various sectors and credit qualities. This may include investment-grade and high-yield bonds, as well as securities from different geographical regions, providing a comprehensive approach to income generation. The fund’s unconstrained nature enables it to adjust its allocations dynamically, responding to changes in interest rates, economic conditions, and credit market trends.
The Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF is structured to deliver stable income while maintaining a medium-term focus. Its strategic investment in a diverse range of fixed income securities is intended to provide investors with a steady stream of income, with the flexibility to adapt to evolving market environments. This approach helps to mitigate risks associated with interest rate fluctuations and credit market volatility, making it a suitable choice for income-seeking investors.
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